Income Tax Data Form
  • Client Tax Information Sheet

    Submit your tax information to ProWealth
  • Disclaimer

    You can provide your tax information easily by using this secure form. The information is encrypted and only available to ProWealth Business Solutions Inc. You can save at any time and come back to this form later. You can submit the form when you feel it is complete. When you finish this form, you will be sent a copy by email. You can drop off the paper copies of your slips and information to our office. Or, to save a trip, you can upload copies of your slips and other information. There are places to do this in the form. We request your co-operation in providing your information as soon as possible, to meet the extended Canadian June 1, 2024 filing deadline. Please complete a separate form for spouse and/or dependents if necessary. You will see where you can do that later in the form. There will be an "Add Taxpayer" button at the end of the first Taxpayer Information section. Note: All returns are efiled as required by CRA. If you want a paper copy filed, let us know. There is an extra charge for this, $25 per return, as levied by CRA.
  • Are you a new client*
  • What is your preferred mode of return*
  • Tax Return Expected *
  • Primary Filer's Information

    If Applicable
  •  -
  • Are you filing you return as?

  • Dependent's Information

  • Any dependent born during the year?
  • General Questions on Your Situation.

  • Have your changed your address during this tax year?
  • Principal Residence Sale?
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  • Do you want to add direct deposit information?
  • Source of Income.

  • Employment Income
  • Slip Types
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  • Pension Income
  • Pension Slip Types

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  • Canadian Investment Income
  • Investment Income Slip Types

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  • Do you have investment income with no slips?
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  • Foreign Source Income?
  • Received Evenly During the Year
  • Foreign Property>100,000?
  • Foreign Property Types:

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  • Transactions with Foreign Trusts?
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  • Investment Sales?
  • Do you have US investments sales?
  • Transaction details in?
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  • Real Estate Sales?
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  • Self Employment Income?*
  • Are we preparing your GST Return?
  • Items Required
  • Would you like to complete a schedule of your self employment ?
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  • Rental Income?*
  • Rental Property Documents:
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  • Deductions. Check the Expenses Which Pertain to You

  • Deductions:
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  • Installments
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  • Tax Filing

  • Rows
  • May our financial advising department contact you regarding the financial concerns you have indicated above?
  • Date
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  • Date
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  • If a tax return needs to be re-transmitted to the Internal Revenue Service due to incorrect or incomplete information provided by the tax filer, and additional re-processing fee may be applied. 

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